Q3 2016 13F Holders as of 9/30/2016
-
Type / Class
-
Equity / SHT TM US TRES
-
Number of holders
-
123
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Total shares
-
6.98M
-
Shares change
-
+305K
-
Total reported value, excl. options
-
$354M
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Value change
-
+$15.7M
-
Number of buys
-
71
-
Number of sells
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-47
-
Price
-
$50.79
Significant Holders of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) as of Q3 2016
123 filings reported holding SCHO - SCHWAB STRATEGIC TR - SHT TM US TRES as of Q3 2016.
SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) has 123 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.98M shares
.
Largest 10 shareholders include BESSEMER GROUP INC (610K shares), Kernodle & Katon Asset Management Group, LLC (460K shares), Quantum Capital Management, LLC / NJ (410K shares), MinichMacGregor Wealth Management, LLC (396K shares), LVW Advisors, LLC (326K shares), LEAVELL INVESTMENT MANAGEMENT, INC. (228K shares), ROOF EIDAM & MAYCOCK/ADV (214K shares), Callahan Advisors, LLC (206K shares), Corrigan Financial, Inc. (196K shares), and Smart Portfolios, LLC (194K shares).
This table shows the top 123 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.